FINANCIAL PLANNING SERVICES
FINANCIAL PLANNING SERVICES
SILVER PLAN
$99/month
2 Hours Annually
✓ Calls, Emails, Meetings
✓ eMoney Personal Financial Portal
✓ Annual Financial Plan Update
*$599 startup
GOLD PLAN
$159/month
4 Hours Annually
✓ Calls, Emails, Meetings
✓ eMoney Personal Financial Portal
✓ Annual Financial Plan Update
*$599 startup
PLATINUM PLAN
$269/mo
8 Hours Annually
✓ Calls, Emails, Meetings
✓ eMoney Personal Financial Portal
✓ Annual Financial Plan Update
*$599 startup
WHAT YOU GET
WHAT YOU GET
INVESTMENTS
✓ Asset Allocation for All Accounts (401(k), IRAs, Individual, Joint, Trusts)
✓ Risk Tolerance and Diversification Analysis
PERSONAL WEALTH
✓ Cash Flow and Emergency Fund Planning
✓ Student Loan Strategies
✓ Debt Management Strategies
✓ K-12 and College Funding Planning
RETIREMENT PLANNING
✓ Retirement Needs Analysis
✓ Social Security planning
✓ Medicare planning
TAX PLANNING
✓ Tax Reduction Strategies
✓ Tax-Analysis of Investments
INSURANCE & RISK MANAGEMENT
✓ Employer Group Benefits
✓ Insurance Analysis (Health, Disability, Life, Long-Term Care)
ESTATE & BENEFICIARY PLANNING
✓ Inheritance & Asset Transfer Assistance
✓ Gifting Strategies
✓ Inheritance Strategies
LIFE EVENTS
✓ Family Planning (Marriage, Divorce, Children)
✓ Job Changes
✓ Mortgage & Real Estate Purchases
PROFESSIONAL COORDINATION
✓ Tax Preparer/CPA
✓ Estate Attorney
✓ Real Estate & Mortgage
✓ Insurance
PRICE IS WHAT YOU PAY. VALUE IS WHAT YOU GET.
-WARREN BUFFET